Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF
Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises
In the news – confidence in a comfortable retirement is on the up and over half of cash ISA savers could reinvest
Dividend Tax rates rise from April 2026, affecting business owners and investors
UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts
Global growth forecasts improve, but uncertainty remains the new normal
Start the new tax year proactively to maximise allowances and long-term growth
It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money
Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.
International Women’s Day on Sunday 8th March highlights continuing gender financial inequality
Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.